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DG

David Jay Granger

THE RETIREMENT SOLUTION
Mt. Vernon, WA
·CRD# 7364512·5 years experience

Professional Summary

David Jay Granger is a registered financial advisor currently at THE RETIREMENT SOLUTION LLC located in Mt. Vernon, Washington. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. David has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

5 years in the financial services industry

Current & Past Employments

THE RETIREMENT SOLUTION LLC·CRD# 148106
RIA
1600 Continental Place Suite 105, Mt. Vernon, WA 98273
January 16, 2026 - Present
KESTRA ADVISORY SERVICES, LLC·CRD# 283330
RIA
Anacortes, WA
October 14, 2025 - December 18, 2025
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
Anacortes, WA
October 14, 2025 - December 18, 2025
SATURNA CAPITAL CORPORATION·CRD# 25586
RIA
Bellingham, WA
April 4, 2022 - October 16, 2025
SATURNA BROKERAGE SERVICES, INC·CRD# 18437
BD
Bellingham, WA
November 18, 2021 - October 16, 2025

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Current Firm

TR
THE RETIREMENT SOLUTION LLC

ABSOLUTE RETURN SOLUTIONS INC. | THE RETIREMENT SOLUTION LLC | THE RETIREMENT SOLUTION INC. | ABSOLUTE RETURN SOLUTIONS, INC.

CRD#: 148106 / SEC#: 801-113783
RIA
Registered Investment Advisory firm - SEC (8/1/2018 Approved)
Arizona
Registered Investment Advisory firm - Arizona (9/10/2018 Terminated)
California
Registered Investment Advisory firm - California (10/10/2018 Terminated)
Colorado
Registered Investment Advisory firm - Colorado (9/11/2018 Terminated)
Idaho
Registered Investment Advisory firm - Idaho (9/10/2018 Terminated)
Texas
Registered Investment Advisory firm - Texas (9/10/2018 Terminated)
Utah
Registered Investment Advisory firm - Utah (9/10/2018 Terminated)
Washington
Registered Investment Advisory firm - Washington (10/10/2018 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

18300 Redmond Way Suite 250, Redmond, WA 98052

Phone Number

(425) 558-3700

# of Employees

35

SEC notice filing (28 States and Territories)

Registered to provide investment advisory services in 28 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THE RETIREMENT SOLUTION - FORM ADV PART 2A (5/15/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,164

AUM (Assets Under Management)

$699,428,544

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NAME: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/13/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR NAME: BARRETT FINANCIAL LTD POSITION: Associate Wealth Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 116 START DATE: 10/13/2025 ADDRESS: 1809 Commercial Ave, Suite 100, Anecortes WA 98221, United States DESCRIPTION: Preparation of financial plans.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TR
THE RETIREMENT SOLUTION LLC

ABSOLUTE RETURN SOLUTIONS INC. | THE RETIREMENT SOLUTION LLC | THE RETIREMENT SOLUTION INC. | ABSOLUTE RETURN SOLUTIONS, INC.

CRD#: 148106 / SEC#: 801-113783
RIA
Registered Investment Advisory firm - SEC (8/1/2018 Approved)
Arizona
Registered Investment Advisory firm - Arizona (9/10/2018 Terminated)
California
Registered Investment Advisory firm - California (10/10/2018 Terminated)
Colorado
Registered Investment Advisory firm - Colorado (9/11/2018 Terminated)
Idaho
Registered Investment Advisory firm - Idaho (9/10/2018 Terminated)
Texas
Registered Investment Advisory firm - Texas (9/10/2018 Terminated)
Utah
Registered Investment Advisory firm - Utah (9/10/2018 Terminated)
Washington
Registered Investment Advisory firm - Washington (10/10/2018 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Washington
(1/16/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2022About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Nov 2021About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jul 2021About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view David Jay Granger's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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DG
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